Strategic Investment Planner

7 days ago

kottayam, India beBeeInvestment Full time

About the RoleAs a forward-thinking financial expert, you will play a pivotal role in investment advisory, leveraging your analytical skills to make informed portfolio management decisions.This is an exceptional opportunity for a self-driven and financially astute individual with an eye for strategic investment planning.Investment Advisory & Client Engagement:Engage with clients to understand their investment goals and develop tailored strategies.Assist in crafting compelling pitch books and investment presentations that showcase our expertise.Delve into market data insights to provide actionable portfolio recommendations.Participate in mock client meetings to hone your communication skills and build confidence.Financial Research & Analysis:Conduct rigorous fundamental and technical analysis of equities and alternative investments.Develop a deep understanding of debt securities and yield to maturity (YTM) calculations.Compare various investment options, including corporate bonds, NCDs, and mutual funds.Portfolio & Risk Management:Design and implement effective portfolio allocation strategies.Utilize AI-powered risk profiling tools to gain insights into behavioral biases and optimize portfolio performance.Build a diversified portfolio of assets, allocating virtual money to buy equities, debt, ETFs, and alternative investments, such as REITs and INVITs, with real-time price feeds.Technical & AI-Driven Financial Tools:Leverage artificial intelligence in portfolio management to drive innovation and efficiency.Contribute to the development of Virtual Risk Analyser and Virtual Portfolio Analyser.Capstone Project:Prepare a comprehensive investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.

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